Wells Fargo Intuitive Investor

Wells Fargo Intuitive Investor provides investors with a good Robo-advisor solution that features several great features (and for an above-average yearly charge). Investors will get the standard portfolio management advantages associated with high-quality Robo-advisors, as well as tax-loss harvesting and fair fees for funds used to construct portfolios. Even better, you will have access to a financial adviser 5 days per week, which is a service that is often reserved for premium levels for certain Robo-advisors and is highly appreciated by beginning investors.


However, as we said, the advantages come at a cost. Wells Fargo Intuitive Investor charges an above-average 0.35 percent annual service fee (much higher than a typical Robo-advisor); and some account activities (such as canceling an IRA), may incur extra account costs.


Also, you will need $5,000 to get started, which is far costlier than rival robots such as Betterment or Wealthfront demand. Investors seeking a lower-cost alternative for consulting with expert advisers may want to investigate SoFi Automated Investing instead.


Ratings: 4.2 stars (from 221 reviews)

Price: 0.35% annual fee

Website: https://www.wellsfargoadvisors.com/services/intuitive-investor.htm

Source: Kayleen Mayhew
Source: Kayleen Mayhew
Source: Financial Planning
Source: Financial Planning

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